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740 results found
Cybersecurity and Cloud Solutions
Publish Date:
Apr 22 2021

The COVID-19 pandemic has led to an acceleration of adoption of cloud solutions and other remote access tools. However, hasty adoption of any new technology that is not combined with robust security frameworks, policies, and controls can leave businesses vulnerable. A formal vendor management process and having specific controls in place can mean t...

Vendor Selection: Best Practices for Risk Management
Publish Date:
Apr 21 2021

Third-party vendors can range from custodial companies, to IT services, to professional service firms. Whatever their contracted function, they have access to your physical premises and/or your network data. So how can you make sure that when you’re signing a contract with an outside vendor, you’re not exposing yourself and your clients to excessiv...

Insuring Property Held by a Trust
Publish Date:
Sep 25 2017

More than ever before, families and individuals are creating trusts and limited liability companies and transferring legal ownership of one or more of their properties to these entities. Very often these arrangements are an important component of a family’s overall financial and wealth management strategy. But without an insurance program tha...

Rethinking the Risk/Reward Equation: Wealth Sustainability for Financial Families
Publish Date:
Jul 14 2009

In reaction to the volatility in the current financial markets and economic recession, FOX is exploring ways in which ultra-wealthy individuals and their advisors are adjusting their financial strategies and re-evaluating known and emerging risks. This 2009 FOX Financial Executives Forum presentation examines how investor thinking has changed and w...

Professional Liability: When and How Much Is Needed?
Publish Date:
Jul 14 2009

Have we felt the impact of the economic crisis on the professional liability market? In this 2009 Financial Executives Forum, hear from Jim Kane, President, HUB Personal Insurance, and Tom Handler, Partner of Handler Thayer, LLP on trends, errors and omissions in professional liability coverage for directors, officers and trustees.

What Buyers & Sellers Should Know About Reps & Warranties Insurance
Publish Date:
Sep 20 2017

Anyone who has participated in the acquisition or sale of a company will recognize the typical path of a deal: from flirting to tough questions to hard bargaining to—finally—handshake. Inevitably, however, the road detours from the exhilaration of accord to the anxiety of suspicion. The buyer wants assurance that all the seller's pr...

Impact of Trust on Client Decision Making in Today's Economic Whirlwind
Publish Date:
May 20 2009

In this 2009 FOX Wealth Advisor Forum presentation, hear from an accomplished branding and marketing expert who will discuss insights from his quantitative analysis of high-net-worth and ultra-high-net-worth behaviors. Dr. Taylor will address the way that the economic downturn and market volatility are affecting the investment strategies of ultra-w...

Personal Security in the 21st Century
Publish Date:
Oct 21 2010

Affluent individuals and families are increasingly becoming targets of criminal activity, such as stalking, kidnapping, theft, harm and vandalism. Does your family use any wireless communication devices? Do you regularly check for spyware on your computers? How do you dispose of sensitive information? These are just some of the potential vulnerabil...

Cyber and Fraud: How to Mitigate and Prevent the Next Data Breach
Publish Date:
Sep 15 2017

On September 7, Equifax, one of the three major credit agencies, announced that it had suffered a major data breach. Unidentified hackers exploited a vulnerability in the company’s website software to gain unauthorized access to company data from May through July, impacting as many as 143 million consumers. The incident is yet anoth...

Fiduciary Risk for Trustees and Beneficiaries
Publish Date:
Oct 22 2009

How do you know you are selecting the trustee that is best for your individual needs? What responsibilities does the beneficiary have? This 2009 FOX Fall Forum presentation outlines what it means to be an effective trustee and beneficiary, decision criteria for trustee selection, and the process and framework trustees and beneficiaries can emp...

Creating a Risk Culture
Publish Date:
Oct 20 2009

Creating a risk culture for your family is probably one of the most important endeavors for preserving family legacy and ensuring long-term wealth sustainability. This 2009 FOX Fall Forum session focuses on the importance of positive, calculated risk-taking within the family and review strategies that promote the family’s ability to evaluate and ca...

Best Practices in Insurance Services
Publish Date:
Jul 14 2010

In this presentation given at the 2010 Financial Executives Forum, John Benevides presents key findings from a recent FOX survey of more than 100 single family offices, providing new insights on standard and best practice in the provision of insurance services to wealthy families, perceived risks and liability issues affecting ultra-wealthy clients...

Ensuring Personal Security in a New Decade
Publish Date:
Jul 14 2010

In an age of increased travel, easy access to information and global economic instability, personal security is a major concern for all wealth-owning families. In this 2010 FOX Financial Executives Forum presentation, a family office executive shares her experience in coordinating a security audit with a professional risk consultant to de...

Employers Face an Increase in Class Action Lawsuits Based on Pre-Employment Background Checks
Publish Date:
Feb 01 2019

An increasing problem facing employers is the threat of class action lawsuits related to their use of background checks. In these lawsuits, plaintiffs claim that employers are violating a federal statute called the Fair Credit Reporting Act (the “FCRA”), which regulates, among other things, an employer’s use of background checks p...